A detailed history of Goal Vest Advisory LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Goal Vest Advisory LLC holds 329 shares of XOM stock, worth $40,114. This represents 0.01% of its overall portfolio holdings.

Number of Shares
329
Previous 329 -0.0%
Holding current value
$40,114
Previous $37,000 2.7%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$108.36 - $122.2 $97,632 - $110,102
-901 Reduced 73.25%
329 $37,000
Q1 2024

Apr 15, 2024

BUY
$96.8 - $116.24 $3,581 - $4,300
37 Added 3.1%
1,230 $142,000
Q4 2023

Jan 02, 2024

BUY
$98.05 - $115.83 $18,237 - $21,544
186 Added 18.47%
1,193 $119,000
Q3 2023

Oct 10, 2023

BUY
$100.92 - $120.2 $5,449 - $6,490
54 Added 5.67%
1,007 $118,000
Q2 2023

Jul 17, 2023

BUY
$102.18 - $118.34 $33,719 - $39,052
330 Added 52.97%
953 $102,000
Q3 2022

Oct 11, 2022

SELL
$83.14 - $100.12 $50,133 - $60,372
-603 Reduced 49.18%
623 $54,000
Q2 2022

Jul 06, 2022

BUY
$82.26 - $104.59 $62,517 - $79,488
760 Added 163.09%
1,226 $104,000
Q1 2022

May 03, 2022

SELL
$63.54 - $87.78 $77,836 - $107,530
-1,225 Reduced 72.44%
466 $38,000
Q2 2021

Sep 01, 2021

BUY
$55.27 - $64.66 $3,316 - $3,879
60 Added 3.68%
1,691 $107,000
Q1 2021

May 13, 2021

BUY
$41.5 - $61.97 $249 - $371
6 Added 0.37%
1,631 $91,000
Q4 2020

Jan 28, 2021

BUY
$31.57 - $44.01 $51,301 - $71,516
1,625 New
1,625 $67,000

Others Institutions Holding XOM

About EXXON MOBIL CORP


  • Ticker XOM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 4,167,640,064
  • Market Cap $508B
  • Description
  • Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty produ...
More about XOM
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.